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Weights are made ๐Ÿ’ช Face Off is done โœ… All systems GO TOMORROW NIGHT ๐Ÿš€ GambleAware 18+ Please play responsibly ๐ŸŽŸ๏ธ Buy #GarciaBenn at | Sept 12 | Live Exclusively on DAZN in UK & Ireland, plus other select territories | Ring Magazine | #DZBTUK #DAZNBTFR โ–ช๏ธ

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The LIV Golf League has made major changes to the format of the Team Championship, including a preliminary round to be played on Wednesday between teams ranked 12 and 13 in the season long standings. There will also be no byes for top seeded teams. The losing team from the preliminary round will be fully eliminated and will take no further part in the competition. On Friday, there will be 6 quarter finals matches, where all 12 remaining teams will face off in head to head match play. The captains of the top seeded teams have the opportunity to choose their opponents as in previous years. The format is also the same, with 2 singles matches and 1 foursomes match, with 2 points needed to advance. On Saturday, all 12 teams will be divided into 2 brackets. The Championship Bracket, with the winning teams from Friday, and the Rankings Bracket, with the 6 teams who lost. Once again, seeded team captains can select who they play against and the format remains 2 singles matches and 1 foursomes. On Sunday, a champion will be decided and they revert back to the standard team format of the regular season, individual strokeplay with all 4 scores counting towards the team total. The 3 winning teams from the Championship Bracket will face off for the championship rings and the remaining 9 teams will play in their Rankings Brackets for minor places. Ripper GC, captained by Cam Smith will be looking to defend the title they won last season. The previous winners are Bryson DeChambeauโ€™s Crushers GC and Dustin Johnsonโ€™s 4 Aces GC. The 2025 Team Championship will be held at The Cardinal at St Johnโ€™s Resort in Michigan on August 20th-24th.

Flushing It

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NEW ALL IN: $PALU @ 33.60 This is the 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270. The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move. (Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong) - Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE - Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity - Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more - Hedge fund ๐Ÿ Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026 - CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market) - Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see Earnings have been massive re-rating events for software names these past few days. If you read my late night free alpha post you might've got a wiff of where my spidey senses are at. 1. Cybersecurity underloved โœ… 2. Software rotation โœ… 3. Insider buy โœ… TLDR: Market is rotating back into software and rewarding high quality category leaders. Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls. They're also beating $CRWD to the punch with their earnings a day earlier. I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade. You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts. Sold $HLIT @ 16.32 right when I woke up for an 8% gain. Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about). --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $71k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.

Kevin Xu

610,193 Aufrufe โ€ข vor 3 Monaten